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Stocks & Mutual Funds

How do I review what I've sold?

See realized P&L and tax on closed positions, filtered by type and date.

Updated 22 Jul 2026

Everything you've sold lives in one place, with the realized gain and tax already worked out. It's where you go at tax time, or just to see how your exits turned out.

Open your sold holdings

From Holdings, click the Sold button in the top-right (it shows a count). The Sold Holdings page opens.

Summary cards up top, filters below, then every closed position with its realized P&L and tax.

Read the summary

Three cards sum up all your exits:

  • Total Stocks Sold — how many positions you've closed.
  • Total Sell Value — the total you sold for.
  • Total Realized P&L — your booked gain or loss across everything.

Filter the list

Use Search asset name… to jump to one holding, the type dropdown to show only LTCG, STCG or Mixed sales, and the From / To dates to focus on a period. Each row shows its P&L, Type and estimated Tax.

Note: This page covers delivery sells only — the ones taxed as capital gains. Same-day intraday trades are speculative business income and are counted separately in the Tax Planner.

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